Client finance

Bringing clarity, control and confidence to complex insurance finance operations

PoloWorks provides specialist client finance services across Lloyd’s, the London Market and international insurance businesses, supporting underwriting teams, managing agents and insurers with accurate, compliant and scalable financial operations.

We operate as part of our clients’ core teams, supporting day‑to‑day finance functions while maintaining accuracy, transparency and regulatory compliance across the full lifecycle.

What We Do

PoloWorks delivers end‑to‑end client finance services across:

General, purchase and technical ledger management
Premium credit control
Bank account administration
Financial and regulatory reporting
Credit checks and financial reporting insights

How we Operate

Operational ownership across finance functions

We take responsibility for the delivery and control of core finance processes, ensuring accuracy, consistency and compliance across underwriting, claims, and finance operations.

Experienced finance specialists embedded within your team

Our team operates as part of your core finance function, reducing handover, improving continuity and enabling faster, more effective decision-making.

Disciplined processes and technology-enabled delivery

Structured workflows, strong controls and systems support efficient processing, layered review structure, audit readiness and regulatory confidence.

When clients come to PoloWorks

Clients typically engage PoloWorks where:

finance functions need to be established or stabilised
internal teams are under pressure or constrained
cash management, reporting or reconciliation is becoming complex
regulatory requirements require greater control and oversight
scalable finance operations are needed to support growth, change or restructuring